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J. Safra Sarasin Holding’s Microsoft MSFT Stock Holding History

J. Safra Sarasin Holding’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232M Sell
627,951
-35,415
-5% -$14.8M 3.96% 3
2025
Q4 		$321M Sell
663,366
-13,049
-2% -$6.54M 5.22% 1
2025
Q3 		$350M Buy
676,415
+26,783
+4% +$13.7M 5.66% 1
2025
Q2 		$323M Buy
649,632
+4,934
+0.8% +$2.14M 5.58% 1
2025
Q1 		$242M Sell
644,698
-69,104
-10% -$28.2M 4.38% 1
2024
Q4 		$301M Buy
713,802
+36,040
+5% +$15.4M 5.09% 1
2024
Q3 		$292M Sell
677,762
-19,576
-3% -$8.37M 5.06% 1
2024
Q2 		$312M Buy
+697,338
New +$294M 5.69% 2

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J. Safra Sarasin Holding's MSFT Position: Q1 2026 in Review

J. Safra Sarasin Holding reduced its Microsoft (MSFT) stake by 5.3% in Q1 2026, selling an estimated $14.8M and leaving 627,951 shares worth $232M. The position accounts for 3.96% of the portfolio, ranked #3.

J. Safra Sarasin Holding first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $350M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • J. Safra Sarasin Holding held 627,951 shares of Microsoft worth $232M as of Q1 2026.
  • J. Safra Sarasin Holding sold 35,415 Microsoft shares in Q1 2026, an estimated $14.8M.
  • Microsoft made up 3.96% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #3 holding.
  • J. Safra Sarasin Holding first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • J. Safra Sarasin Holding's Microsoft position peaked at $350M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.